$116 Million is the total value of Lee Financial Group Hawaii, Inc.'s 39 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MO | Exit | ALTRIA GROUP INC | $0 | – | -18,131 | -100.0% | -0.80% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -26,542 | -100.0% | -0.89% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -27,419 | -100.0% | -0.96% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -2,760 | -100.0% | -1.07% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -23,052 | -100.0% | -2.55% | – |
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -79,221 | -100.0% | -6.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q1 2024 | 28.1% |
| COSTCO WHSL CORP NEW | 26 | Q1 2024 | 5.2% |
| VISA INC | 26 | Q1 2024 | 4.6% |
| APPLE INC | 24 | Q1 2024 | 1.9% |
| MICROSOFT CORP | 23 | Q1 2024 | 5.8% |
| LABORATORY CORP AMER HLDGS | 22 | Q1 2023 | 3.7% |
| WISDOMTREE TR | 17 | Q1 2022 | 15.8% |
| VANGUARD INDEX FDS | 16 | Q1 2024 | 26.9% |
| VANGUARD BD INDEX FDS | 15 | Q1 2022 | 12.2% |
| FORTINET INC | 15 | Q1 2024 | 4.0% |
View Lee Financial Group Hawaii, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View Lee Financial Group Hawaii, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.